INDEPENDENT FINANCIAL GROUP, LLC
Position in CGGR — Capital Group Growth ETF
CIK 275484
SAN DIEGO, CA
Position in CGGR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,908,515
-$1,380,464 QoQ
Shares Held
221,660
-4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,908,515 | 221,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,288,979 | 231,369 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,505,766 | 193,665 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,588,064 | 162,068 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,023,344 | 146,667 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||